Case Study: Full Stop eliminates internal emails and streamlines client communication with Karbon

A Karbon Case Study

Preview of the Full Stop Case Study

How Full Stop goes beyond accountancy to make a positive impact

Full Stop, an award-winning accountancy firm based in Cardiff, sought to move beyond traditional accounting to make a greater positive impact on its clients and community. A key operational challenge was managing high volumes of client communication efficiently and ensuring no detail was missed, which led them to seek a solution from the vendor Karbon.

By implementing Karbon, Full Stop utilized its Triage feature to centralize all client emails, which completely eliminated internal emails. The firm also built out detailed, standardized workflow templates within Karbon, comprising over 2,000 tasks, to ensure consistency and scalability. This solution streamlined access to all client communication, ensuring every team member had the complete information needed to provide their high level of care.


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Full Stop

Lauren Harvey

Full Stop


Karbon

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